See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,662 | $176,812+40.6% | $146,665+69.5% | $167,490+48.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.30% | 24.03%-9.7pp | 22.74%-8.4pp | 478.56%-464.3pp |
| Employer contribution / active EE | $8,475 | $5,160+64.2% | $4,136+104.9% | $4,837+75.2% |
| Participant deferral / active EE | $12,679 | $6,440+96.9% | $5,506+130.3% | $6,341+99.9% |
| Admin fee / account holder | $139 | $13,259-99.0% | $10,280-98.6% | $12,309-98.9% |